Insight Wealth Strategies, LLC
CIK
0001749914
City
SAN RAMON
State / Country
CA
Holdings in GLTR
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $720,422 | 3,504 | Shares | Sole | 2026-01-02 |
| 2025-09-30 | $583,045 | 3,524 | Shares | Sole | 2025-10-06 |
| 2025-06-30 | $353,111 | 2,556 | Shares | Sole | 2025-07-07 |
| 2025-03-31 | $7,373,963 | 56,955 | Shares | Sole | 2025-04-03 |
| 2024-12-31 | $6,333,044 | 57,678 | Shares | Sole | 2025-01-06 |